In the future I will probably use Atrix or have my bookkeeper do it. It's not the most economical use of my time as the owner, but this was my first year of ownership and I also wanted to see how the process worked. You need to tell QuickBooks how the money is actually going to move, so click on the arrow next to the field that’s labeled Issue this refund via. The Issue a Refund dialog box will open, already filled in with the data you provided about the original transaction. All in all, was probably 4-5 hours of work to do myself. Give a refund Apply to an invoice Select the second option here and click OK. I have 45 W2 employees for 2021 so it was a bit tedious printing and putting everything in envelopes (ordered printing kids from QB, took a few days to arrive). We might cancel the product from the order and refund you if any issue arise. I talked to someone from Atrix but ultimately decided to process and mail them myself. This product is not Fulfilled by Ubuy and can take minimum 10 days in delivery. Especially in case you have any errors you need to smooth out or other issues that came up. In any case, you probably want to figure this out in the next few days since you need to mail them by the end of the month. You would need to create some sort of CSV file to give to the company to process. This may be helpful to you it's where I started.Įdit: You can also look into companies like Atrix (around $2 per employee IIRC) and I am sure there are other companies who will do this. Today I generated the files, reviewed them, and mailed everything. Enter your username and password, then hit Unlock. Click the Click the lock to make changes icon in the bottom-left corner. Go to the General tab is selected, then select Security & Privacy to open the Security & Privacy pane. For me, QB does not process and mail my W2s and W3. Click the System Preferences icon in the Dock or select Apple Menu and then choose System Preferences. This may not be helpful since I have QB desktop.
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